Salesforce Business Analyst Resume
SUMMARY:
- 7 years of IT experience including 4 years in Salesforce.com Business Analysis, Systems Administration and Quality Assurance
- Salesforce.com certified administrator
- Comprehensive experience in all stages of the Software Development Life Cycle (SDLC) in both Agile and Waterfall models
- Expertise in Requirements Gathering, Analysis, Project Documentation, and acting as liaison between business and technical teams
- Proficient in creating Business Requirement Documents (BRD), Functional Specification Documents (FSD), Use Case Diagrams, Sequence Diagrams and Activity Diagrams prototypes, wireframes, and storyboards
- Experience working with global cross functional teams and coordinating with SME’s and stakeholders (Onsite - Offshore model)
- Hands on experience in conducting Joint Application Development (JAD) sessions with end-users, SMEs, Developers, QAs and other stakeholders for project meetings, walkthroughs and customer interviews
- Experience in analyzing CRM business processes including Forecasting, Campaign management, Lead Management, Role Hierarchy, Territory Management, Order Management, Account Management, Case Management
- Proficient in creating Roles, Profiles, Page Layouts, Record Type, and Assignment rule, Workflow Alerts and Actions, Reports, Dashboards, Outbound messaging, and Approval Workflows
- Proficient in designing of Custom objects, Custom components, Custom fields, Role based page layouts, Custom Tabs & Custom Application
- Strong exposure to Security and sharing rules implementation at object, field, and record levels
TECHNICAL SKILLS:
Salesforce.com: Standard /Custom Objects, Workflows & Approvals, Apex Classes /Controllers, Apex Triggers, Visual force Pages, Data Loader, Reports, and Dashboards
Languages: Apex and Visual force (SalesForce), SOQL, SOSL,HTML
Databases: SQL Server 2005/2008, MS Access, Oracle9i, Oracle 10g
Microsoft Tools: Office, Excel, PowerPoint, Project, Visio
PROFESSIONAL EXPERIENCE:
Confidential
Salesforce Business Analyst
Responsibilities:
- Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
- Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Opportunities, and Custom Objects etc.
- Worked on different applications like Sales, Call center, Marketing etc.
- Involved in creating and customizing Email template and configuring them to the email alert within the workflow rule for a standard/custom object
- Created Custom Objects, Triggers, Controllers, Visual force pages, Custom Settings, Validation Rules in SalesForce
- Created Custom reports, dashboards, approval process, workflow rules etc. in SalesForce
- Worked on Install Base changes for tracking subscription Auto Renewals.
- Performed UAT
Confidential, St. Louis, Missouri
SalesForce Business Analyst / Admin
Responsibilities:
- Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
- Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization
- Worked with various salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards
- Implemented various custom configurations like Pick list, Custom Formula Fields, Validation Rules, Workflows, Field Dependencies and Approval process for automated alerts, field updates and email generation according to the requirements
- Creating and managing profiles, roles, visibility settings
- Developed various Custom Objects, Tabs and Components
- Responsible in customization of sales cloud and service cloud
- Developed and configured various Custom Reports and Report Folders for different user profiles based on the needs in the organization
- Worked with ETL team to Integrate Data from SAP to Salesforce Custom App.
- Used the sandbox environment for testing and assisted in deploying to production after testing
Confidential
SalesForce Business Analyst / Admin
Responsibilities:
- Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
- Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization
- Worked with various salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards
- Developed various Custom Objects, Tabs, Components and Visual Force Pages and Controllers
- Responsible in customization of service cloud
- Developed and configured various Custom Reports and Report Folders for different user profiles based on the needs in the organization
- Worked in HP Quality Center to log defects and track defects
Confidential
SalesForce Business Analyst / Admin
Responsibilities:
- Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
- Worked with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards (Data Analytics)
- Worked on Standard objects such as Leads, Opportunities, Accounts, Contacts associated with Sales Cloud
- Assisted the team in organizing information and navigation mechanisms for use with developing information architecture
- Created page layouts, validation rules, email templates, workflows, approval processes and lead assignment rules as per the Business requirements
- Created search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages
- Creating and managing profiles, roles, visibility settings
- Performed user acceptance testing by conducting and leading Surveys
Confidential
SalesForce Business Analyst
Responsibilities:
- Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals
- Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured sharing settings
- Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports
- Created the workflows for automated lead routing, lead escalation and email alerts
- Work closely with prospects/clients to identify technical requirements and technical infrastructure for CRM based enterprise solutions
- Worked as enhancement team member and performed the roles of Salesforce.com Administrator in the organization
- Involved in the maintenance of the previous versions of the product by addressing bugs and client issues
- Created unit test cases and coordinated change requests to drive the business requirements during Integration and Testing stages
- Customized page layouts for Opportunity, Contacts, and Accounts depending upon user roles, and groups
- Configured various Reports and Report Folders for different user profiles based on the need in the organization
Confidential
SalesForce Administrator
Responsibilities:
- Worked with various Salesforce.com objects like Accounts, Contacts, Leads, cases, Assets, Custom Objects etc.
- Worked on different applications like Sales, Call center, Marketing etc.
- Configured Account and Contact Management Process
- Involved in creating and customizing Email template and configuring them to the email alert within the workflow rule for a standard/custom object
- Created Custom Objects, Triggers, Controllers, Visual force pages, Custom Settings, Validation Rules, Reports, dashboards etc. in SalesForce
- Created Custom reports, dashboards, approval process, workflow rules etc. in SalesForce
- Imported data using importing tools like SalesForce Data Loader and import wizard
- Used Data Loader for insert, update, and bulk import or export of data from Sales force Objects
- Used it to read, extract, and load data from comma separated values (CSV) files